Great Valley Advisor Group, Inc. Portfolio Holdings
Great Valley Advisor Group, Inc.
- $3.84 Billion
- Q3 2024
Great Valley Advisor Group, Inc. has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.84 Billion distributed in 831 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $136M, Vanguard Intermediate Term Cor with a value of $120M, Apple Inc. with a value of $105M, American Centy ETF Tr Stoxx Us with a value of $75.9M, and Microsoft Corp with a value of $73.4M.
Examining the 13F form we can see an increase of $390M in the current position value, from $3.45B to 3.84B.
Below you can find more details about Great Valley Advisor Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$3.84 Billion
ETFs: $2.35 Billion
Technology: $482 Million
Healthcare: $171 Million
Financial Services: $153 Million
Consumer Cyclical: $146 Million
Industrials: $145 Million
Consumer Defensive: $127 Million
Communication Services: $106 Million
Other: $155 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 831
- Current Value $3.84 Billion
- Prior Value $3.45 Billion
- Filing
- Period Q3 2024
- Filing Date November 12, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 75 stocks
- Additional Purchases 478 stocks
- Sold out of 0 stocks
- Reduced holdings in 239 stocks